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How to connect Bexio and Systeme IO
Create a New Scenario to Connect Bexio and Systeme IO
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Systeme IO will be your first step. To do this, click "Choose an app," find Bexio or Systeme IO, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the Systeme IO Node
Next, click the plus (+) icon on the Bexio node, select Systeme IO from the list of available apps, and choose the action you need from the list of nodes within Systeme IO.
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Authenticate Systeme IO
Now, click the Systeme IO node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Systeme IO settings. Authentication allows you to use Systeme IO through Latenode.
Configure the Bexio and Systeme IO Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bexio and Systeme IO Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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AI Anthropic Claude 3
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Systeme IO
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Trigger on Webhook
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Bexio
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Systeme IO, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Bexio and Systeme IO integration works as expected. Depending on your setup, data should flow between Bexio and Systeme IO (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Bexio and Systeme IO
Bexio + Systeme IO + Slack: When a new contact is added in Bexio, a corresponding contact is created in Systeme IO, and a notification is sent to a Slack channel to inform the sales team.
Systeme IO + Bexio + Google Sheets: When a new event (student) is registered in Systeme IO, a new contact is created in Bexio, and a new row is added to a Google Sheet to record the student's information.
Bexio and Systeme IO integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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About Systeme IO
Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.
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See how Latenode works
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FAQ Bexio and Systeme IO
How can I connect my Bexio account to Systeme IO using Latenode?
To connect your Bexio account to Systeme IO on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and Systeme IO accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Bexio invoices to Systeme IO courses?
Yes, you can! Latenode lets you trigger Systeme IO course enrollments directly from new Bexio invoices. This saves time and ensures seamless customer onboarding.
What types of tasks can I perform by integrating Bexio with Systeme IO?
Integrating Bexio with Systeme IO allows you to perform various tasks, including:
- Create Systeme IO contacts from new Bexio customers automatically.
- Update contact information in Systeme IO based on Bexio data changes.
- Enroll new Bexio customers in specific Systeme IO courses or funnels.
- Send personalized email sequences via Systeme IO for new Bexio invoices.
- Track invoice payments in Bexio and trigger actions in Systeme IO.
Can I use JavaScript to enhance my Bexio + Systeme IO automations?
Yes! Latenode allows you to use JavaScript code blocks for complex logic and data transformations, adding a layer of customization beyond simple no-code setups.
Are there any limitations to the Bexio and Systeme IO integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both platforms.
- Some advanced Bexio or Systeme IO features might not be directly supported.
